The Pentagon has committed funds and set dates for the secretive 'Golden Dome' space defense program, boosting major defense contractors and space-sector…
Rheinmetall shares sink after Germany announces cuts to munitions spending, threatening the defense giant's order pipeline and signaling potential headwinds for European…
The Iran war's triple whammy of inflation from oil spikes, increased government borrowing, and safe-haven unwinds sent global bond yields soaring, with…
A new Pentagon cost estimate for the Iran war totals $37.5 billion, rattling energy markets, buoying defense stocks, and raising bond-market risks.
NATO allies prepare to lead European defense without the US, driving a historic pivot in military spending and strategic autonomy.
UK and Poland push forward with a landmark European defense financing tool, galvanizing regional security stocks and lifting the euro and pound…
NATO's defense deal push to placate Trump signals rising European military budgets, directly benefiting U.S. defense giants like Lockheed Martin and sector…
European defense stocks rally sharply, with Rheinmetall and BAE Systems hitting records, as markets price in new NATO spending commitments.
European rearmament drives missile output and air defense orders, boosting defense stocks and the euro as fiscal stimulus offsets debt concerns.
Netherlands boosts defense budget with a focus on drones and uncrewed systems, signaling increased military investment that could lift European defense stocks…
Andy Burnham's ascent revives historical war bond issuance to finance UK military expansion, raising questions about gilt supply impact, pound volatility, and…
German defense stocks slide after Berlin scraps frigate program, battering shipbuilder ThyssenKrupp and suppliers like Rheinmetall amid budget concerns.